Our People

Our People hero photo
Photo of David Stevens

David Stevens

CFP® Founder & Principal

Photo of Jason Wintersteen

Jason Wintersteen

Private Wealth Manager

Photo of Dave Rasmussen

Dave Rasmussen

Operations Manager

Photo of Natalia Stevens

Natalia Stevens

Director of HR and Operations

Photo of Liz Campney

Liz Campney


Photo of Carol Meister

Carol Meister

Administrative Assistant/Operations

At Stevens Capital PartnersSM

Our services aren’t limited to traditional financial planning and
wealth management. We are your “partners” and a trusted resource for all your needs.

We listen. We strategize. We engage. We resolve issues.

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